Never missing a deadline.
WHAT TO RECORD
Every filing obligation Every payment obligation
Every renewal: licences, registrations, insurance
The date each falls due
WHERE TO KEEP IT
Somewhere you will actually see it.
A calendar with reminders, not a document in a folder.
WHAT REMINDERS TO SET
One well in advance, so you have time to prepare One closer to the date
THE ADVANCE REMINDER
Matters most. Discovering an obligation on its due date is too late to gather records.
WHAT ELSE TO DIARISE
When to send records to your accountant When to review pricing and costs When to review the calendar itself
WHO SHOULD HOLD IT
You, even if someone else does the filing.
The obligation remains yours.
WHAT TO REVIEW ANNUALLY
Whether anything new applies Whether anything no longer does Whether everything was filed
WHAT TO RECORD
That each obligation was met, and when.
WHAT THAT GIVES YOU
Evidence, and confidence that nothing is outstanding.
